/create-entity-action

What problem does it solve?

This Skill helps you add new Actions (buttons) to Directum RX entity cards and/or collections by defining the required .mtd metadata, implementing the C# handlers in *Actions.cs, and providing the matching localization keys in .resx files so the UI can display and execute your action correctly.

Core Features & Use Cases

• Create .mtd Action definitions for Card, Collection, or CardAndCollection, including GUIDs and optional icon/confirmation/visibility settings.
• Implement Execute and Can<ActionName> handlers in the correct ClientBase location so the action both works and shows/hides safely based on entity state.
• Synchronize localization (System.resx) by adding required Action_<ActionName> keys (and optional Hint/Description) to ensure the button label is not shown as a technical name.
• Use-end examples: adding Deal Actions (e.g., CreateProposal, CreateContract, CreateInvoice, ShowDealDocuments, AddActivity, OpenInCrmSpa) and Lead ConvertLead with a dialog-driven flow.

Quick Start

Add your action to the entity .mtd Actions[] array with a new GUID, implement both handler methods in <Module>.ClientBase/<Entity>/<Entity>Actions.cs, then add Action_<ActionName> (and optional Hint/Description) entries to the <Entity>System.resx files and validate using the consistency tools.